Position Overview We are seeking a detail-oriented US taxation specialist with 3–7 years of relevant experience to support US tax preparation, compliance, and reporting, with bookkeeping as a secondary responsibility. The ideal candidate will coordinate with accountants or CPAs to maintain tax-ready records, support timely filings, and ensure accurate financial documentation.

Key Responsibilities
• Support preparation of federal, state, and local tax returns by compiling financial information and supporting schedules for accountant or CPA review.
• Coordinate tax-compliance activities, track filing deadlines, and maintain tax-payment records.
• Collect and maintain W-9 documentation and assist with 1099-NEC and 1099-MISC reporting.
• Support sales and use tax reconciliations, return preparation, and filing coordination.
• Compile payroll tax documentation and reconcile information related to Forms W-2, 941, and 940 in coordination with payroll providers or CPAs.
• Gather supporting records for tax notices, inquiries, and audits, escalating technical questions to the accountant or CPA.
• Maintain accurate bookkeeping records, including journal entries, invoices, vendor bills, customer payments, and expenses.
• Complete bank and credit-card reconciliations and support accounts payable, accounts receivable,



and month-end closing.
• Prepare financial reports and maintain organized, confidential financial and tax records. Required Qualifications
• 3–7 years of relevant experience, with a primary focus on US taxation or tax-compliance support and hands-on bookkeeping experience.
• Working knowledge of US federal and state tax processes, 1099 reporting, sales and use tax, and payroll tax documentation.
• Experience preparing tax-support schedules and coordinating with US accountants or CPA firms.
• Strong understanding of general ledger accounting, account reconciliation, accounts payable, and accounts receivable.
• Proficiency with QuickBooks, Xero, Sage, NetSuite, or similar accounting software.
• Solid Microsoft Excel skills, attention to detail, and ability to manage deadlines.
• Professional communication skills and sound judgment when handling confidential information. Preferred Qualifications
• Bachelor’s degree in Accounting, Finance, Commerce, or a related field.
• Experience supporting US CPA firms or multiple US clients.
• Familiarity with US tax-preparation software and multi-state tax-compliance support.
• Relevant US taxation, accounting, or QuickBooks certification.

📌 US Taxation Specialist with Bookkeeping Experience (India)
🏢 Klio Systems
📍 India